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Blue Trust Inc’s Invesco BuyBack Achievers ETF PKW Stock Holding History

Blue Trust Inc’s Portfolio PKW Stock Details PKW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-1
Closed -$132 – 2680
2025
Q3 		$132 Hold
1
– – ﹤0.01% 2528
2025
Q2 		$124 Hold
1
– – ﹤0.01% 2401
2025
Q1 		$113 Hold
1
– – ﹤0.01% 2443
2024
Q4 		$115 Sell
1
-188
-99% -$22.3K ﹤0.01% 2400
2024
Q3 		$19.6K Hold
189
– – ﹤0.01% 1950
2024
Q2 		$20.5K Hold
189
– – ﹤0.01% 1652
2024
Q1 		$20.5K Hold
189
– – ﹤0.01% 1224
2023
Q4 		$17K Sell
189
-111
-37% -$10.1K ﹤0.01% 1372
2023
Q3 		$27K Buy
+300
New +$27.6K ﹤0.01% 1078

Other funds holding PKW

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
CAG
Curtis Advisory Group Santa Barbara, California $515M AUM 19.66% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
TWM
Triton Wealth Management Sun City, Arizona $326M AUM 31.51% 1-Year Est. Return

Blue Trust Inc's PKW Position: Q4 2025 in Review

Blue Trust Inc sold out of Invesco BuyBack Achievers ETF (PKW) in Q4 2025, closing a stake of 1 share — an estimated $132 sold.

Blue Trust Inc first reported a position in PKW in Q3 2023 and held it in 9 quarters. The position peaked at $27K in Q3 2023. 247 funds tracked by Wall St. Rank hold PKW as of Q4 2025.

  • Blue Trust Inc reported no remaining Invesco BuyBack Achievers ETF position as of Q4 2025 after selling out during the quarter.
  • Blue Trust Inc sold 1 Invesco BuyBack Achievers ETF share in Q4 2025, an estimated $132.
  • Blue Trust Inc first reported a position in Invesco BuyBack Achievers ETF in Q3 2023 and held it in 9 quarters.
  • Blue Trust Inc's Invesco BuyBack Achievers ETF position peaked at $27K in Q3 2023.
  • 247 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q4 2025.

Based on Blue Trust Inc's 13F filing for Q4 2025, filed 16 Jan 2026.